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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

759 hedge funds and large institutions have $13.4B invested in Vanguard Short-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 325 increasing their positions, 232 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
12.15%
Holding in Top 10
119
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.39%
% of All Funds
1.9%
New
110
Increased
325
Reduced
232
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$148M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$140M
3
Morgan Stanley
Morgan Stanley
New York
+$91.9M
4
MFG
Merit Financial Group
Georgia
+$86.4M
5
FIA
Foundations Investment Advisors
Arizona
+$86.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$84.8M
2
CAM
Cresset Asset Management
Illinois
-$80.2M
3
EPM
Elm Partners Management
Pennsylvania
-$72.9M
4
Ameriprise
Ameriprise
Minnesota
-$72.7M
5
MWM
Mission Wealth Management
California
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
626
Fourpath Capital Management
Oklahoma
$242K – – –
SAG
627
SageView Advisory Group
California
$238K +$238K +4,061 New
MA
628
MONECO Advisors
Connecticut
$235K – – –
PFG
629
Peterson Financial Group
Iowa
$234K -$74.9K -1,279 -24%
LC
630
LCNB Corp
Ohio
$234K – – –
TFA
631
Tobias Financial Advisors
Florida
$232K +$232K +3,966 New
RWIA
632
Roger Wittlin Investment Advisory
California
$231K -$1.75M -29,929 -88%
SFS
633
Strategic Financial Services
New York
$230K -$11.8M -200,799 -98%
CIS
634
Continental Investors Services
Washington
$229K – – –
CWM
635
Cordatus Wealth Management
Pennsylvania
$229K – – –
MIA
636
MMBG Investment Advisors
Florida
$228K – – –
CMP
637
Coston McIsaac & Partners
Maine
$227K +$875 +15 +0.4%
GWM
638
Gray Wealth Management
Maine
$226K – – –
CWA
639
Clearview Wealth Advisors
Oregon
$225K -$1.11M -18,877 -83%
MWM
640
Meritas Wealth Management
California
$225K -$723K -12,345 -76%
AWM
641
Aries Wealth Management
Maine
$225K +$10.2K +175 +5%
SRSA
642
S.R. Schill & Associates
Washington
$225K -$45.4K -776 -17%
AF
643
Allworth Financial
California
$222K +$10.6K +181 +5%
MG
644
Mather Group
Illinois
$222K -$5.27K -90 -2%
DWM
645
Drive Wealth Management
Utah
$222K +$222K +3,784 New
CTC
646
Central Trust Company
Missouri
$220K – – –
FFM
647
Flagstone Financial Management
Nebraska
$217K – – –
PFO
648
Pathstone Family Office
New Jersey
$214K -$40.1M -684,708 -99%
SHFA
649
SC&H Financial Advisors
Maryland
$209K +$468 +8 +0.2%
AIA
650
Arcadia Investment Advisors
Idaho
$209K +$52.7K +900 +34%
24 25
26
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